Hello there, Kim.
The error you received is due to an unbilled transaction or a billable expense that is linked to your employee.
To delete an old employee, the only thing we can consider is to clear the unbilled charges by unchecking the Billable option on the Check or Bill you've created for your employee.
First, we need to run the Unbilled Charges report to find the specific transactions that cause the error. Here's how:
- Go to Reports.
- In the Search bar, type Unbilled Charges report.
- Set the Date and Filter it by Employee.
- Click the Unbilled Charges amount in your report.
- Uncheck the box in the Billable column.
Once done, you can go back and try to delete your old employee again. But before that, I want you to know that un-billing the charges will impact your financial position. If you really want to delete your old employee, I recommend reaching out to an accountant for guidance on how to do this without impacting your financial position.
However, if your employee has payroll history, QBO will only allow you to make them inactive, not completely delete them, to ensure legal compliance and data integrity.
It's completely normal to have follow-up questions. Let us know if you require any further assistance with managing your employees in QuickBooks by clicking the Reply button.
